How to Choose a Document Management System for Salesforce? 5 Factors CTOs Need to Consider
A well-versed Chief Technology Officer (CTO) is knowledgeable in road mapping development and overseeing the current technology to align it with their business. No surprise, CTOs who leverage cloud platforms like Salesforce prioritize investing in an advanced document management system (DMS) for their sales or any other internal teams to enhance operational efficiencies, and save […]
How to Maximize Sales Revenue with Digital Document Management?
In an era where AI is becoming ubiquitous, talking about the significance of digital document management might sound bizarre to you. But let us hold you there! There are many business owners who still feel their business is too small to manage documents digitally or that having a document management system is not applicable to […]
10 Ways XfilesPro Empowers Salesforce Users to Better Manage Documents within the CRM
10 years…And it just went in the blink of an eye. From being launched in 2012 as a free app supporting AWS S3 to being the most trusted, installed, and fully-fledged document management system for Salesforce today, XfilesPro made strides like nobody ever. Harish Kumar, CEO and Co-founder of CEPTES adds, “Beyond a file management […]
How to Enable Real-time Document Collaboration in Salesforce & its Benefits
Years ago, the collaboration on a Salesforce document gave us the sense of a long and intricate process. A document had to be shared from one person to another for contribution, and, it took ages to get the document back to the originator. But now is the age where things happen in real-time. The document […]
